By Heath Walters, CPA For a lot of advisors I work with, their clients have done very well for themselves in their career and have likely accumulated a significant amount of savings and investments. That usually includes not just stock market investments but also rental real estate. Many of them might have multiple properties which… Continue reading How This Real Estate Strategy Can Simplify Your Client’s Life and Save on Taxes
If you’re like most financial advisors, your biggest pain point is not understanding financial planning issues, explaining them clearly to prospects and clients, or even running a business. In my experience, the biggest pain point advisors face is meeting with enough qualified prospects so that they can achieve the businessand financial goals they dream about.… Continue reading How Tax Planning Got One Financial Advisor a 400% Increase in Annual Assets
We created The Walters Way in response to what we saw as a glaring unmet need in the financial services sector. In my first 10 years as a tax planner, I came to realize how difficult it is for high-net-worth individuals to find solid advice. The main issue: financial advisors are rarely trained to solve… Continue reading 9 Questions Every High-Net-Worth Client Will Ask a Financial Advisor
